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Lee Financial Co

SEC CIK
0001391166
Latest filing
Jul 22, 2026

CMA holding history

Comerica Inc in every 13F filed by Lee Financial Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMA overviewAll 13F holders of CMAFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of CMA by Lee Financial Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−64−100.0%Sold outHolders
Q4 202364$3.62K<0.1%+64NewHolders
Q2 20230$00.0%0Sold outHolders
Q1 20230$6<0.1%−16,801−100.0%ReducedHolders
Q4 202216,801$1.12M0.2%+26+0.2%AddedHolders
Q3 202216,775$1.19M0.2%00.0%UnchangedHolders
Q2 202216,775$1.23M0.2%−121−0.7%ReducedHolders
Q1 202216,896$1.53M0.3%+2,357+16.2%AddedHolders
Q4 202114,539$1.26M0.2%−60−0.4%ReducedHolders
Q3 202114,599$1.18M0.2%00.0%UnchangedHolders
Q2 202114,599$1.04M0.2%+4,422+43.5%AddedHolders
Q1 202110,177$730.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.